We are reducing our 9% holding in BHP Group (BHP) to re-allocate capital elsewhere. This will leave a 6% weighting.
MM are reducing BHP in the Flagship Growth Portfolio, taking profit around $47.00
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We are selling our 4% holding in QBE Insurance (QBE) to use funds elsewhere.
MM are selling QBE in the Flagship Growth Portfolio, taking a loss around $11.00
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We are selling our 5% holding in NRW Holdings (NWH) to use funds elsewhere.
MM are selling NWH in the Flagship Growth Portfolio, taking a loss around $1.55
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We are buying Aristocrat (ALL) into recent weakness.
MM are buying ALL in the Flagship Growth Portfolio, allocating 5% around $39.00
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We are buying Macquarie Group (MQG) into recent weakness.
MM are buying MQG in the Flagship Growth Portfolio, allocating 5% around $180.00
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We are adding to our existing position in Goodman Group (GMG), taking the position to a 6% portfolio weighting.
MM are adding to GMG in the Flagship Growth Portfolio, allocating a further 2% around $22.20
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